+148.2%
CCEP vs A
+15.4%
+132.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.3% |
| 7D | +2.6% | -0.1% | +2.6% | +2.5% |
| 30D | +15.1% | +3.4% | +11.8% | +14.2% |
| 3M | +7.3% | +23.8% | -16.6% | +2.4% |
| 6M | +23.4% | +49.0% | -25.6% | +12.6% |
| YTD | +29.4% | +29.4% | 0.0% | +21.5% |
| 1Y | +34.2% | +19.4% | +14.9% | +28.6% |
| 3Y | +108.4% | +66.2% | +42.2% | +75.2% |
| All | +148.2% | +15.4% | +132.8% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling